Andrew Barrett
Andrew Barrett
ahead biggest business cannot challenge companies confidence data demand doubling equipment gear growing internet investor last line meet months networking percent produce product running several size traffic
The demand for all of the networking gear and Internet infrastructure equipment is running way ahead of expectations. These companies cannot produce enough product to meet the demand, and that's their biggest challenge right now. Demand for the Internet data traffic is still growing around 300 percent per year. The Internet is still doubling in size every 98 days. All of these things that had shaken investor confidence over the last several months is a non-event. The fundamental business line is 100 percent intact.
good higher money owning paid problem running smart stocks
Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to participate in the good earnings, and they've been getting the good earnings. But the problem is that the stocks haven't been running up into those earnings. So they're not getting paid for that higher P/E risk.
charge leads
What leads the charge is the generals, not the infantry.
last mid screaming
When EMC was down in the mid 90s last week, that's a screaming buy.
jail people
People who go to jail breed people who go to jail.
fighting two people
Far as I know, Legal Aid was invented to help poor people fight wrongs; [the criminals] are abusing the system, and the damned lawyers help them do it. They're all sticking two fingers up at them who pay their taxes. And I'll tell you sommat for free, Sir George, them who pays the taxes are eventually going to get fed up of it.
pay needs suitors
Lycos needs to be bought because other suitors will have to pay a higher premium
strong holiday santa
It's called the Santa Claus effect; the holiday period is traditionally a strong cycle.
everybody ignore pressures price seeing sort
We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, everybody has been seeing it.
business investors maturity players realistic web
We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to,
brought
Most of what brought the Nasdaq back is earnings.
period prolonged spill surprised
I would be very surprised to see this spill over for a prolonged period of time.
fall growth industry line percent rate shows tremendous
Sixty-one percent is tremendous top-line growth for Cisco. It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.
fall growth industry line percent rate shows tremendous
Sixty-one percent is tremendous top-line growth for Cisco, ... It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.